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JPMorgan Chase
JPM

Overview Fund Activity

3,403 hedge funds and large institutions have $228B invested in JPMorgan Chase in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 1,771 increasing their positions, 1,192 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,403
Holders Change
-89
Holders Change %
-2.55%
% of All Funds
57.54%
Holding in Top 10
350
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-6.67%
% of All Funds
5.92%
New
138
Increased
1,771
Reduced
1,192
Closed
177
Calls
$4.45B
Puts
$6.54B
Net Calls
-$2.09B
Net Calls Change
+$668M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.15B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$554M
4
GA
Greenhaven Associates
New York
+$438M
5
PIF
Public Investment Fund
Saudi Arabia
+$434M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.81B
2
State Street
State Street
Massachusetts
-$1.2B
3
Capital World Investors
Capital World Investors
California
-$664M
4
BlackRock
BlackRock
New York
-$464M
5
PI
Putnam Investments
Massachusetts
-$379M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATI
1526
Act Two Investors
California
$3.11M – – –
CT
1527
Clearstead Trust
Maine
$3.11M +$129K +1,146 +4%
CWAG
1528
Compton Wealth Advisory Group
Virginia
$3.1M -$432K -3,836 -12%
EC
1529
Enhancing Capital
Pennsylvania
$3.09M -$1.46K -13 -0%
BDS
1530
Banco de Sabadell
Florida
$3.09M -$751K -6,657 -20%
SIAG
1531
Signet Investment Advisory Group
Rhode Island
$3.09M +$97.9K +869 +3%
JSL
1532
JT Stratford LLC
Georgia
$3.08M +$34.2K +304 +1%
OPA
1533
Old Port Advisors
Maine
$3.08M +$14.9K +132 +0.5%
HKIM
1534
Hayek Kallen Investment Management
Alabama
$3.07M -$2.25K -20 -0.1%
CST
1535
Charles Schwab Trust
Nevada
$3.06M -$123K -1,093 -4%
LTI
1536
Laffer Tengler Investments
Tennessee
$3.06M +$104K +922 +4%
TNBTD
1537
Trustmark National Bank Trust Department
Mississippi
$3.05M +$105K +935 +4%
HCM
1538
Hall Capital Management
Rhode Island
$3.05M -$26.6K -236 -0.9%
ECML
1539
Eagle Capital Management (Louisiana)
Louisiana
$3.05M +$14.9K +132 +0.5%
AFA
1540
Arlington Financial Advisors
California
$3.05M +$47.3K +420 +2%
AIM
1541
Anchor Investment Management
South Carolina
$3.04M -$19.4K -172 -0.6%
SW
1542
SkyOak Wealth
Michigan
$3.04M +$78.5K +697 +3%
BL
1543
BFSG LLC
California
$3.04M +$173K +1,534 +6%
DS
1544
DRW Securities
Illinois
$3.04M +$2.39M +21,228 +368%
HI
1545
Hudock Inc
Pennsylvania
$3.04M -$72.8K -647 -2%
CBA
1546
Coastal Bridge Advisors
Connecticut
$3.04M +$113K +1,002 +4%
YWP
1547
YorkBridge Wealth Partners
New York
$3.04M +$73.3K +651 +2%
MSA
1548
Marino Stram & Associates
Massachusetts
$3.03M +$48.3K +429 +2%
NB
1549
Nicolet Bankshares
Wisconsin
$3.03M +$88K +782 +3%
VCM
1550
Violich Capital Management
California
$3.02M -$119K -1,061 -4%
60 61
62
63 64